Jeanne M. Keller

JEANNE M. H. KELLER

Dalbo, MN

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CRD#: 1083555

Professional summary

Jeanne Marie Keller, who also goes by Jeanne Marie Hoskin Keller, is a registered financial advisor currently at JEANNE M. H. KELLER located in Dalbo, Minnesota.

Jeanne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1983. Jeanne has worked at 2 firms and has passed the Series 63, Series 22 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Jeanne Marie Hoskin Keller

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

JEANNE M. H. KELLER EA, OWNER TAX PREPARATION PO BOX 46 DALBO MN 55017 STARTED 01/1986 CURRENTLY WORK 50 HOURS PER WEEK DURING TAX SEASON.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeanne Marie Keller's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 15, 2015 - Present

JEANNE M. H. KELLER

RIA

CRD#: 116358

Dalbo, MN

Past

January 18, 1983 - January 28, 1994

WADDELL & REED

CRD#: 866

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Minnesota
(9/15/2015)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 1/20/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 22

Date: 6/17/1983

Direct Participation Programs Representative Examination

General Industry/Product Exam

Series 6

Date: 1/17/1983

Investment Company Products/Variable Contracts Representative Examination

Current Firm

JEANNE M. H. KELLER

JEANNE M. H. KELLER | JEANNE MARIE HOSKIN KELLER | JEANNE M. H.KELLER

CRD#: 116358 / SEC#:

Minnesota

Registered Investment Advisory firm - (7/25/1994 Approved)

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Contact information

Main Address

Dalbo, MN

Mailing Address

Po Box 46, Dalbo, MN 55017-0046

Phone number

(763) 689-0584

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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Jeanne M. Keller

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeanne Marie Keller's CRS (Customer Relationship Summary).

Certified licenses

Experience

JEANNE M. H. KELLER

WADDELL & REED

State Registrations and Notice Filings

Exams

Series 63

Date: 1/20/1983

Series 22

Date: 6/17/1983

Series 6

Date: 1/17/1983

Current Firm

JEANNE M. H. KELLER

Contact information

Documents

Red Flags

Company Information

JEANNE M. H. KELLER

TRUST BUT VERIFY

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